| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 316 | 1,599,620 | BOND, VEA, TOTL, VOO | 13F-HR | 5/2/2025 | 000108514625002539 |
| Q4 2024 | 320 | 1,536,120 | BOND, VEA, VOO, TOTL | 13F-HR | 1/27/2025 | 000108514625000511 |
| Q3 2024 | 304 | 1,531,156 | BOND, VEA, TOTL, VOO | 13F-HR | 10/23/2024 | 000108514624005077 |
| Q2 2024 | 299 | 1,387,832 | BOND, VEA, TOTL, VOO | 13F-HR | 8/2/2024 | 000108514624003441 |
| Q1 2024 | 294 | 1,311,142 | BOND, VEA, TOTL, VOO | 13F-HR | 5/7/2024 | 000108514624002299 |
| Q4 2023 | 287 | 1,194,665 | BOND, VEA, TOTL, VOO | 13F-HR | 1/17/2024 | 000108514624000265 |
| Q3 2023 | 276 | 1,066,817 | BOND, VEA, TOTL, VOO | 13F-HR | 10/23/2023 | 000108514623003845 |
| Q2 2023 | 239 | 812,092 | VEA, VOO, IVV, VWO | 13F-HR | 7/13/2023 | 000108514623002674 |
| Q1 2023 | 234 | 731,150 | VEA, VOO, IVV, VWO | 13F-HR | 4/25/2023 | 000108514623001870 |
| Q4 2022 | 267 | 645,036 | VEA, VOO, BND, IVV | 13F-HR | 2/14/2023 | 000139834423003226 |
| Q3 2022 | 209 | 542,057 | VEA, VOO, BND, VNQ | 13F-HR | 11/8/2022 | 000139834422021633 |
| Q2 2022 | 216 | 547,527 | VEA, VOO, BND, VNQ | 13F-HR | 8/10/2022 | 000139834422015243 |
| Q1 2022 | 215 | 581,157 | VEA, VOO, VNQ, BND | 13F-HR | 5/9/2022 | 000139834422008986 |
| Q4 2021 | 222 | 558,387 | VEA, VOO, VNQ, BND | 13F-HR | 2/2/2022 | 000139834422001811 |
| Q3 2021 | 216 | 509,497 | VEA, VOO, BND, VNQ | 13F-HR | 11/2/2021 | 000139834421020794 |
| Q2 2021 | 206 | 484,978 | VEA, VOO, AMLP, BND | 13F-HR | 7/22/2021 | 000139834421014672 |
| Q1 2021 | 200 | 402,467 | VEA, VOO, IVV, VNQ | 13F-HR | 5/17/2021 | 000139834421011002 |
| Q4 2020 | 186 | 365,889 | VEA, VOO, IVV, BND | 13F-HR | 5/17/2021 | 000139834421010988 |